Portfolio Monitoring vs Deal Sourcing CRM: Keep Them Together or Split Them?

https://www.play-bookmarks.win/satuitcrm-and-funds-of-funds-can-it-handle-multi-layer-investing-complexity

You're running a fund or managing a portfolio and you keep getting the same sales pitch: one CRM to rule them all. Vendors promise tidy workflows, a single truth, and instant insights. Reality is different